$纳斯达克(.IXI_老虎社区_美港股上老虎

$纳斯达克(.IXIC)$ [微笑] 要多次加息，大胆空

周四QQQ跌1.42%、标普跌0.30%，GOOGL重挫12.64%，市场聚焦AI资本开支与现金回报。亚马逊营收2019亿美元、调整后EPS 1.89美元均低于预期；AWS收入481亿美元、同比增39%，但盘后仍跌7.30%，过去12个月自由现金流降35%至422亿美元。多头看云需求，微软仅跌0.16%、Meta涨1.96%显示现金与利润仍受青睐；空头担忧开支侵蚀估值。谁能率先证明AI投入转化为现金回报？

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